2023 Investment Performance Thread

[wdberry62]

+3.4% for May, +13.5% YTD on an 80/20 portfolio.

 

[TB1960]

On our Schwab portfolio with an AA of 65/35 equity/fixed income we are..

YTD +4.89% ending January
YTD +3.34% ending February
YTD +5.50% ending March
YTD +6.18% ending April
YTD +6.34% ending May

 

[ducky911]

very happy with 9.75%

 

[Qs Laptop]

YTD +10.46%
Asset Allocation: 70/18/12 equities/bonds/cash

 

[Jeffman52]

12.76% YTD

Hope the bulls keep running.

 

[Healthy Lifestyle]

These numbers would have more meaning if you can include your asset allocation?!

 

[Jeffman52]

These numbers would have more meaning if you can include your asset allocation?!

95 /5 rounded.

 

[Finance Dave]

Finally some upward movement.

 

[RetiredAt49]

Finally some upward movement.

Yep… I’m loving it

 

[Rianne]

Very nice! Are we on our way to a bull market? When I check I just check IRR for taxable, up +13%, and pretax tIRA (95% bonds) + 2.7%.

 

[joesxm3]

As of EOB 6/16/2023

2022 total (19.37%)

2023 to date +16.62%

2022 to date (6.55%)

Raw amount change since 8/2016 retirement including spending: +1.22%

Rough guess at annual return since 8/2016 is about 3%

Asset allocation has varied but at the moment:
I-Bonds, T-Bills, Cash 45%
Stocks 31%
Other 24%

 

[ATXFIRE2034]

I’m now up 33% across my portfolio YTD.

Current AA (equities / bonds / cash) = 83% / 5% / 12%

Not included in what I indicated above is a 2.7% gain on RE / personal property equity.

Overall NW is up 20% YTD.

I am now at 66% of my goal FI target.

 

[dixonge]

IRA up 8.9% (100% in RSP, an equal-weight S&P 500 fund - no extra investments this year)

Joint taxable up 16.34% (added 40 shares TSLA in Feb./Mar. and 2 shares RSP in Mar.)

I have no good way of fine-tuning my *actual* performance...

 

[RetiredAt49]

Oops need to wait until tomorrow

 

[retire48in2018]

Ytd +22.5%. Aa 90/0/10

 

[slowsaver]

Ttd +8.82%. Aa 58% stock, 37% bonds (and CDs), 5% cash.

 

[monte1022]

+10.2% as of today starting with 50/50 1/1/23. Fixed side is MM, CDs, ibonds, and cash.

 

[wingfooted]

2023 investment return. Time weighted, inclusive of mark to market gains, dividends and margin interest.

17.1%

Major winners - AMZN, SMH, NVDA, AAPL

Losers or went no where - OXY, COP, FANG, HES, XOM

S&P 500 return YTD was 16.4% so I guess I’ll have to be happy with a slight outperformance to the index.

 

[kgtest]

Jan '23: +9.5% lol. I'll take it. Don't expect it to stick around though.
Feb '23: +7%.
Mar '23: +13% 99% Stocks, dividends included

Ooops, I realize I missed April, and May
Jun '23 +24.7%

 

[street]

10.30% YTD. Some great growth form some of you, I'm on the low end most of the time compared to most here. I'm very happy with what I got this month.

Since January it looks like about a half million-dollar gain in investments. Today here tomorrow gone but has been a pretty good few month.

 

[Andre1969]

Here's my latest...

1/31/2023: +7.08% YTD.
2/28/2023: +4.22% YTD.
3/31/2023: +7.18% YTD.
4/28/2023: +8.40% YTD.
5/31/2023: +8.96% YTD.
6/30/2023: +14.51% YTD.

If I could have just 2-3 more days like yesterday (6/30), it will put me at an all-time high, invested asset value-wise. So, that's kind of a nice feeling. However, to be "made whole" again, which would take into account the additional money I put in in 2022 and so far in 2023, I figure I need to make another 9.5%, roughly.

Still, I'm a LOT better off now than I was this same time last year. Or the beginning of this year, even.

 

[srblanco7]

+12.44% YTD. Estimated AA 76/18/6. Below what many on this board are able to achieve, but I'm happy with the numbers. We're up about $600k YTD, but are still down about $200k from our portfolio value at the end of 2021.

 

[street]

I'm still down ~ 400k to 500K from the high mark.

 

[prototype]

+10.67% for first half of year.

61% Equities
32% "Fixed" (mix of Bond Funds, I-Bonds, CD's, MM funds)
4% Cash
3% Physical PM

 

[VanWinkle]

12.12% on 63/37 recently re-balanced to 58/42. I will re-balance again if equities hit 60%. All indexed in US equities and US bonds/treasuries.
Sold growth index, bought total bond to re-balance.